Thai
Doan
U.S. Bancorp Investments, Inc
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About this Advisor
Thai Doan is a financial advisor based in Clarksville, Tennessee, working with U.S. Bancorp Investments, Inc. Thai has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, U.S. Bank, and U.S. Bancorp Investments, Inc. Thai has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Tennessee. Currently, Thai is part of U.S. Bancorp Investments, Inc, which operates out of Clarksville, Tennessee. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Thai Doan Work History
U.S. Bancorp Investments, Inc
U.S. Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Thai Doan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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